Position in WELL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$799,161
+$595,718 QoQ
Shares Held
3,521
+242.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#802
of 1,580 holders
Holding Since
Dec 2021
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Widmann Financial Services, Inc. holds $799,161 across 1 REIT - Healthcare Facilities name. WELL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
3,521 | $799,161 |
All Filings in WELL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $799,161 | 3,521 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $203,443 | 1,029 | Shares | Sole | 2026-05-15 | |
| 2024-06-30 | $107,273 | 1,029 | Shares | Sole | 2024-08-14 | |
| 2021-12-31 | $46,830 | 546 | Shares | Sole | 2022-01-28 | |
| No filing history on record for this holder in this stock. | ||||||